Flexible SIPP: literature hub
Providing maximum flexibility in planning for, and drawing benefits in, retirement
The Barnett Waddingham Flexible SIPP is a versatile product combining the benefits of a ‘lite’ SIPP with the wider options and full service of a bespoke SIPP if required. It provides maximum flexibility in planning for, and drawing benefits in, retirement.
As a single product with one set of terms, one fee schedule and no need for a new application, Flexible SIPP makes it easy to move from ‘lite’ to bespoke options or back.
Below is a range of literature to help you on your journey, from a key features guide through to an expression of wishes form and everything in between.
An updated Trust Deed and Rules for our Self-Invested Personal Pension Scheme (“the Scheme”), dated 22 October 2013, can be accessed by using the first download button below.
Following the introduction of the ‘Pension Freedoms’ and changes to the taxation of death benefits with effect from 6 April 2015, a Deed of Amendment for the Scheme was produced in 2016, which amended some of the Rules that first took effect from 2013. This can be accessed via the second download button below.
We provide financial advisers with the technical back-up and expertise that helps support your business and your clients, both now and into the future. For instance, you can expect a dedicated point of contact, annual CPD-accredited seminars and in-depth technical briefings.